The A, B, and especially C’s of ESG
By Valerie Gardner, Managing Partner ESG investing is the largest and most profound global trend happening in the capital markets. Its popularity points to the global recognition that investors should
An Affordable Advanced Nuclear-Focused Climate Fund
By Valerie Gardner, Managing Partner ESG investing is the largest and most profound global trend happening in the capital markets. Its popularity points to the global recognition that investors should
Dr. James Hansen’s year-end update contains an admonishment right in the title, “A Miracle Will Occur” Is Not Sensible Climate Policy.” Those who have followed his work and his typically
Continue readingDr. Hansen warning humanity to get its act together, deploy renewables and nuclear
Why did the Carbon Free Power Project get cancelled? What does that mean for NuScale? By Rod Adams, Nov. 10, 2023Cross-posted from our related blog, Atomic Insights I’ll start with
Continue readingAbout NuScale and implications of the CFPP cancellation
By Valerie Gardner, Managing Partner June, July and August of 2023 were the three hottest months the Earth has ever seen by such a large margin, it left climate scientists
Continue readingParnassus Versus Green Century: A Contrast in Styles
Jessica Mathews, writing for the Fortune Term Sheet Newsletter, alerted us to the change just made by CalSTRS, one of the largest pension funds in the world. In “CalSTRS taps
Continue readingLarge Investors doubling down on Emerging Managers
Nucleation Capital completed its second full year as a fund at the end of June, 2023. During these eight quarters, we made ten investments and built a portfolio that showcases
Those who receive Dr. James Hansen’s occasional newsletter from his Climate Science, Awareness and Solutions team, will have seen some dire reports before. Still, nothing we have seen is quite
anksgiving isn’t typically a time for making investment decisions . . . but it should be. Americans give thanks in many ways, notably through the national holiday we call “Thanksgiving.”
Billionaires are rallying around nuclear, according to a recent report from Pitchbook on venture investments in 2021. Notably, some of these billionaires, Elon Musk and Marc Andreessen, have spoken out
Until recently, nuclear innovation was not something an ordinary investor could invest in, even if you wanted to. For most of nuclear energy’s history, most all design, development and testing